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Fidelity Enhanced Mid Cap Core ETF

90 hedge funds and large institutions have $222M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

146% more capital invested

Capital invested by funds: $90.3M → $222M (+$131M)

7.71% more ownership

Funds ownership: 5.71%13.42% (+7.7%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 9190 (-1)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$226K +$227K +7,682 New
GRP
52
Global Retirement Partners
California
$224K +$48.3K +1,634 +27%
PA
53
PFG Advisors
Arizona
$213K +$213K +7,225 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$205K -$10.7K -362 -5%
PA
55
Pinnacle Associates
New York
$204K +$532 +18 +0.3%
SIS
56
Sound Income Strategies
Florida
$195K
ST
57
Smithfield Trust
Pennsylvania
$160K
HFS
58
HBC Financial Services
Washington
$148K -$14.4K -489 -9%
NA
59
NewEdge Advisors
Louisiana
$121K
Franklin Resources
60
Franklin Resources
California
$118K +$2.6K +88 +2%
IA
61
IFP Advisors
Florida
$116K +$116K +3,922 New
ACM
62
Anfield Capital Management
California
$116K +$116K +3,922 New
JWA
63
JFS Wealth Advisors
Pennsylvania
$112K +$295 +10 +0.3%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$84K -$53.3K -1,804 -39%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$67.4K +$177 +6 +0.3%
HI
66
Harbour Investments
Wisconsin
$58.3K +$24.8K +839 +74%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$55.3K +$55.4K +1,877 New
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$54.1K +$148 +5 +0.3%
CA
69
CoreCap Advisors
Michigan
$43.9K +$30 +1 +0.1%
FFL
70
Financial Freedom LLC
Ohio
$43.6K +$118 +4 +0.3%
CFD
71
Creative Financial Designs
Indiana
$38.7K +$89 +3 +0.2%
AF
72
Allworth Financial
California
$36.6K +$89 +3 +0.2%
Bank of America
73
Bank of America
North Carolina
$32.2K +$32.3K +1,092 New
Wells Fargo
74
Wells Fargo
California
$30.4K +$30.2K +1,022 +11,356%
JP Morgan Chase
75
JP Morgan Chase
New York
$29.6K +$29.7K +1,006 New

FMDE Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q2 2024, worth a combined $222M — up 146% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMDE positions and 14 closed out — a net gain of 1 holder — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.09M sold.

  • 90 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $222M of Fidelity Enhanced Mid Cap Core ETF stock for Q2 2024, up 146% quarter-over-quarter.
  • 15 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q2 2024 and 14 closed out, a net change of +1 holder.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $124M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q2 2024 was Lincoln National Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.